Paraplanner
Lichfield - office based
Salary negotiable to around £45K plus company benefits
Are you an experienced Paraplanner looking for an exciting opportunity to grow within a dynamic and forward-thinking financial planning firm?
We are pleased to be recruiting on behalf of our client, an innovative and rapidly expanding financial planning organisation, currently seeking a talented Paraplanner to join their team in Lichfield.
About the Role:
As a Paraplanner, you will be an integral part of a growing team, working closely with a highly successful group of Financial Planners and their clients. Your role will involve providing comprehensive support to ensure that clients receive first class financial advice and services.
Key Responsibilities:
1. Research & Analysis: Conduct thorough research and analysis of financial products and services, ensuring all recommendations are suitable for clients' needs.
2. Report Preparation: Prepare detailed and compliant financial planning reports, ensuring they are accurate and tailored to individual client requirements.
3. Client Support: Work closely with Financial Planners to manage client relationships, attending meetings and supporting with technical queries.
4. Regulatory Compliance: Ensure all advice...